Product / Your own AI

Your deals, in the AI you already use

Ask Claude, ChatGPT, Copilot, or any AI that supports MCP about your pipeline, and get answers from Optivian’s live picture of every deal, with each person’s own access.

Book a demo See how it works

Give your AI the whole deal

Connected straight to your CRM, inbox, and call recorder, an AI has to find the right deal, pull everything attached, and rebuild the picture for every question. It misses context or drowns in it, and tomorrow it starts over. Connected to Optivian, your AI starts from a picture of each deal that’s already organized and current.

In a customer test, the same deal question took several attempts and about 6 times as many tokens with AI connected straight to the CRM, email, and call recorder as it did through Optivian. Read the token analysis.

What you can ask

Your whole pipeline“Which deals are at risk, and why?” Answers draw on every deal you can see, with the stakeholders, qualification, and recent activity behind each one.

What the buyer said“What did the buyer say about pricing on the last call?” Your AI searches your recorded calls and brings back the exact passages.

Your next piece of work“Write a follow-up that answers the CFO’s open questions.” Your AI drafts it with the full deal in view, in the tool you already work in.

Everything Ollie knows is there to ask about: meeting prep, the forecast, your accounts, and the business cases Ollie has drafted.

Read the article: What is deal intelligence in sales?

Connect once, then ask anything

Add Optivian as a connector in your AI and sign in with your Optivian account. Your AI then reads from Optivian directly, with nothing to export or paste.

In Claude

You bring the 3 deals to Monday’s pipeline review, each with a plan to reach the CFO.

Your own access, with the source behind every answer

Your AI sees exactly what you can see in Optivian: reps their own deals, managers their teams. Answers point to the email, meeting, or call they came from, so you can check any claim before you act on it. Your AI reads, and the only thing it can change is your own to-do list. Every request stays within your company’s workspace.

“Optivian’s connector to Claude has not only saved tens of hours per week but allowed us to understand and analyse our sales cases as well as create both internal and external resources that otherwise would not have been created due to the lack of time between customer meetings and other admin tasks.”

Emil BerglundSales Manager EMEA, Supermetrics

Your AI reads. Ollie acts.

Your AI answers when you ask. Ollie works from the same deal intelligence and prepares the next move on each deal, from meeting briefs to business cases, then brings it to your team to review. Many teams use both.

Questions about your own AI

Which AI tools can connect?

Claude (desktop, web, and Claude Code), ChatGPT, Copilot, Cursor, and any other AI that supports remote MCP.

What can my AI see?

The same deals you can see in Optivian. Reps see the deals they own or work on, and managers see their teams’ deals.

Can my AI change anything?

Only your own to-dos, which you can create and update from your AI. Everything else is read-only.

Do I need Ollie to use it?

No. You can ask your own AI on its own, and add Ollie when you want the next move prepared on every deal.

Do I need a CRM?

Yes. Optivian works with Salesforce, HubSpot, or Pipedrive.

Put your deal intelligence in the AI you use

See your own pipeline answered in Claude, ChatGPT, or Copilot.

Book a demo